A complete list of active advisors currently associated with Vauban Wealth Management

Warmer can help you find a great advisor at Vauban Wealth Management or one who fits your needs even better.

Vauban Wealth Management provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, estates, and businesses. Services described in the brochure include establishing an investment strategy, asset allocation, portfolio construction, and ongoing investment management for both discretionary and non‑discretionary accounts. The firm offers defined strategy allocations that range from income and conservative fixed‑income approaches to balanced, dynamic growth, aggressive equity, and alternative‑focused portfolios, and it uses both fundamental and technical analysis to construct and monitor client portfolios. Securities are monitored on a regular and continuous basis with formal reviews generally conducted at least annually, while clients retain the ability to impose investment restrictions and, in most accounts, make the final trading decisions. Vauban is owned by Laperouse LTD and is affiliated with Vauban International Bank (VIB), an international custodian the firm recommends for non‑Puerto Rico clients; the brochure discloses this affiliation and states VWM does not receive additional compensation for referrals. The adviser reports approximately $148.7 million in AUM, with roughly $131.1 million managed on a non‑discretionary basis, serves a notable non‑U.S. client base, and provides periodic client reporting along with an annual summary of material changes.

To learn more about the advisors currently working at Vauban Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.